三、实力团队护航：深耕量化研究，铸就稳健基石 中加基金始终坚持"忠您所托，信赖有加"服务理念和长期价值投资理念，以维护持有人利益为最大己 任，股债中长期投资能力均得到权威评价机构的认可，体现了市场对中加基金整体投研体系、风险管理 能力和长期投资成效的广泛认可：截至2025年6月末，中加基金近十年纯债类基金业绩排名市场第1名 （数据来源：海通证券），近四年主动股票投资管理能力排名市场第9名（数据来源：银河证券）。 一、布局正当时：北证50指数配置价值凸显 近年来，随着我国多层次资本市场体系不断完善，北京证券交易所（以下简称"北交所"）作为服务创新 型中小企业的主阵地，其战略地位与市场关注度持续提升。北证50成份指数（899050.BJ）作为北交所 市场的核心标杆，汇聚了市值规模大、流动性强、最具代表性的50家上市公司。截至2025年6月末，北 证50成分股40%为专精特新企业，88%为高新技术企业，在当前宏观经济迈向高质量发展、产业结构加 速优化升级的背景下，与国家政策导向高度契合，已成为投资者布局"专精特新"企业、分享科技创新与 产业升级红利的重要窗口。 从市场表现看，北证50指数展现出显著的成长弹性与进攻特 ...

Group 1: Core Concepts - The establishment of "Central Mother Joint Family Office" aims to reconstruct the wealth ecosystem in the context of a shifting global order and the rise of Asia [4][22] - The focus is on creating a wealth network that is independent of Western-centric models, emphasizing the idea that "Asia is for Asians" [7][22] - The office seeks to address the deep-seated anxieties of the second generation of wealthy families, providing guidance and support for their growth [8][22] Group 2: Investment Philosophy - The investment philosophy has evolved through three stages, culminating in the "AI+3" strategy, which emphasizes the importance of AI and future-oriented investments [11][12] - The strategy includes a focus on gold as a safe-haven asset, particularly in the context of ongoing geopolitical tensions [10][12] - The "AI+3" strategy also highlights the importance of ETFs, gold investments, and support for specialized small and medium enterprises [12] Group 3: Macro-Economic Insights - The ongoing geopolitical conflicts and economic shifts are seen as the beginning of a new world order, fundamentally altering traditional investment logic [9][22] - The current environment is characterized by a "triple resonance" opportunity for Hong Kong, with policies aimed at enhancing its role as a financial hub [14][15] - The potential for Hong Kong to surpass Singapore as a dual-currency financial center is anticipated, driven by increased liquidity and favorable policies [15][22] Group 4: Future Outlook - The long-term vision for family offices and the investment market includes a shift towards "commercial benevolence," with a growing emphasis on social impact in investments [22] - The influence of Asian family offices is expected to increase, with a focus on political awareness, technological understanding, and the ability to pass on values [22] - The current era is viewed as both challenging and an awakening opportunity for the younger generation to redefine wealth and legacy [22]